Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Tustin, CA | Pasadena, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $170.8M | $180M | $161.8M |
| Asset growth, last 2 years | +21% | – | +14% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 72 | 37 | 67 |
| Assets per client | $2.4M | $4.9M | $2.4M |
| Clients per advisor | 72 | 19 | 67 |
| Main custodian | Schwab | Fidelity | Pershing |
| Filing with the SEC since | 2016 | 2024 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Rmr Capital Management LLC: Schwab · Hall Capital, LLC: Fidelity · Fell Capital Management: Pershing